XTWY Institutional Ownership
BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
1W: -2.7%
1M: -6.7%
3M: -11.3%
YTD: -12.6%
1Y: -15.2%
3Y: -7.8%
$32.79
-0.16 (-0.49%)
Weekly Expected Move ±1.7%
$32
$32
$33
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XTWY
38
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
237M
Total Invested
10
New Positions
10
Increased
18
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,483,511 | $114M | +137,285 | +4.1% | 3Q | SEC ↗ |
| 2 | Gradient Investments LLC NEW | 1,180,913 | $39M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Valtinson Bruner Financial Planning LL | 603,424 | $20M | +11,755 | +2.0% | 8Q | SEC ↗ |
| 4 | DUTCH ASSET Corp | 321,586 | $11M | +9,980 | +3.2% | 3Q | SEC ↗ |
| 5 | Mattson Financial Services, LLC NEW | 137,868 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | AE Wealth Management LLC | 102,060 | $3M | -2,854 | -2.7% | 7Q | SEC ↗ |
| 7 | Brown Financial Advisors NEW | 83,222 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 82,787 | $3M | -274,381 | -76.8% | 13Q | SEC ↗ |
| 9 | Richard P Slaughter Associates Inc | 60,065 | $2M | +29,173 | +94.4% | 5Q | SEC ↗ |
| 10 | Paladin Wealth, LLC NEW | 49,165 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 46,870 | $2M | +28,745 | +158.6% | 3Q | SEC ↗ |
| 12 | STAR Financial Bank | 41,832 | $1M | -3,576 | -7.9% | 8Q | SEC ↗ |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,986 | $1M | +25,487 | +392.2% | 2Q | SEC ↗ |
| 14 | Sigma Planning Corp NEW | 27,223 | $893K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Tower Research Capital LLC (TRC) NEW | 24,652 | $808K | — | +0.0% | 1Q | SEC ↗ |
| 16 | HBW ADVISORY SERVICES LLC | 23,700 | $777K | +2,641 | +12.5% | 4Q | SEC ↗ |
| 17 | Thrivent Financial for Lutherans | 13,922 | $457K | +7,938 | +132.7% | 3Q | SEC ↗ |
| 18 | LPL Financial LLC | 12,368 | $406K | +1,394 | +12.7% | 3Q | SEC ↗ |
| 19 | Argyle Capital Partners, LLC | 8,721 | $286K | -375 | -4.1% | 7Q | SEC ↗ |
| 20 | FSA Investment Group, LLC | 6,257 | $205K | +4 | +0.1% | 2Q | SEC ↗ |
| 21 | UBS Group AG | 942 | $31K | -147 | -13.5% | 2Q | SEC ↗ |
| 22 | Bank of Jackson Hole Trust | 88 | $3K | — | +0.0% | 3Q | SEC ↗ |
| 23 | NBH Bank NEW | 88 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP NEW | 75 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 25 | FMR LLC NEW | 57 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Elevated Capital Advisors, LLC | 25 | $1K | -24 | -49.0% | 2Q | SEC ↗ |
| 27 | MORGAN STANLEY NEW | 1 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Capital Investment Advisory Services, | 0 | $0K | -203 | -100.0% | 1Q | SEC ↗ |
| 29 | Advyzon Investment Management, LLC | 0 | $0K | -118,718 | -100.0% | 2Q | SEC ↗ |
| 30 | BlackRock, Inc. | 0 | $0K | -2,642 | -100.0% | 4Q | SEC ↗ |
| 31 | Mach-1 Financial Group, LLC | 0 | $0K | -19,748 | -100.0% | 1Q | SEC ↗ |
| 32 | GatePass Capital, LLC | 0 | $0K | -34,400 | -100.0% | 1Q | SEC ↗ |
| 33 | FLOW TRADERS U.S. LLC | 0 | $0K | -67,831 | -100.0% | 1Q | SEC ↗ |
| 34 | Capital Advisor Network LLC | 0 | $0K | -398 | -100.0% | 1Q | SEC ↗ |
| 35 | Ausdal Financial Partners, Inc. | 0 | $0K | -118,066 | -100.0% | 2Q | SEC ↗ |
| 36 | TUCKER ASSET MANAGEMENT LLC | 0 | $0K | -35 | -100.0% | 2Q | SEC ↗ |
| 37 | Blue Trust, Inc. | 0 | $0K | -342 | -100.0% | 1Q | SEC ↗ |
| 38 | Municipal Employees' Retirement System | 0 | $0K | -420,244 | -100.0% | 14Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 0 | $0K | -9,951 | -100.0% | 3Q | SEC ↗ |
| 40 | Maridea Wealth Management LLC | 0 | $0K | -33,149 | -100.0% | 3Q | SEC ↗ |
| 41 | Reyes Financial Architecture, Inc. | 0 | $0K | -1,790 | -100.0% | 2Q | SEC ↗ |
| 42 | Winch Advisory Services, LLC | 0 | $0K | -306 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Gradient Investments LLC | 1,180,913 | $39M |
| Mattson Financial Services, LLC | 137,868 | $5M |
| Brown Financial Advisors | 83,222 | $3M |
| Paladin Wealth, LLC | 49,165 | $2M |
| Sigma Planning Corp | 27,223 | $893K |
| Tower Research Capital LLC (TRC) | 24,652 | $808K |
| NBH Bank | 88 | $3K |
| JONES FINANCIAL COMPANIES LLLP | 75 | $2K |
| FMR LLC | 57 | $2K |
| MORGAN STANLEY | 1 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Municipal Employees' Retirement Sys | 420,244 | $14M |
| Advyzon Investment Management, LLC | 118,718 | $4M |
| Ausdal Financial Partners, Inc. | 118,066 | $4M |
| FLOW TRADERS U.S. LLC | 67,831 | $2M |
| GatePass Capital, LLC | 34,400 | $1M |
| Maridea Wealth Management LLC | 33,149 | $1M |
| Mach-1 Financial Group, LLC | 19,748 | $648K |
| CITADEL ADVISORS LLC | 9,951 | $326K |
| BlackRock, Inc. | 2,642 | $87K |
| Reyes Financial Architecture, Inc. | 1,790 | $59K |
| Capital Advisor Network LLC | 398 | $13K |
| Blue Trust, Inc. | 342 | $11K |
| Winch Advisory Services, LLC | 306 | $10K |
| Capital Investment Advisory Service | 203 | $7K |
| TUCKER ASSET MANAGEMENT LLC | 35 | $1K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +137,285 | +4.1% | 3,483,511 |
| Richard P Slaughter Associates Inc | +29,173 | +94.4% | 60,065 |
| JANE STREET GROUP, LLC | +28,745 | +158.6% | 46,870 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +25,487 | +392.2% | 31,986 |
| Valtinson Bruner Financial Planning | +11,755 | +2.0% | 603,424 |
| DUTCH ASSET Corp | +9,980 | +3.2% | 321,586 |
| Thrivent Financial for Lutherans | +7,938 | +132.7% | 13,922 |
| HBW ADVISORY SERVICES LLC | +2,641 | +12.5% | 23,700 |
| LPL Financial LLC | +1,394 | +12.7% | 12,368 |
| FSA Investment Group, LLC | +4 | +0.1% | 6,257 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -274,381 | -76.8% | 82,787 |
| STAR Financial Bank | -3,576 | -7.9% | 41,832 |
| AE Wealth Management LLC | -2,854 | -2.7% | 102,060 |
| Argyle Capital Partners, LLC | -375 | -4.1% | 8,721 |
| UBS Group AG | -147 | -13.5% | 942 |
| Elevated Capital Advisors, LLC | -24 | -49.0% | 25 |